Senior Wealth Planner
Chicago, IL - USA
Job Summary
At Associated Bank we strive to create an inclusive culture where different perspectives are valued and recognized as strengths critical to our success. If you thrive in an environment where your growth and development are encouraged and supported then Associated Bank may be the right place for you.
Associated Bank requires you to directly represent yourself and your own experiences during the recruiting and hiring process. Associated Bank conducts a thorough background check on all new hires.
Associated Bank is seeking a Senior Wealth Planner to help high-net-worth individuals business owners and executives achieve their long-term financial this role youll partner with wealth advisors and business partners across the bank to develop sophisticated planning strategies that deepen client relationships and drive new business growth. This is an excellent opportunity to serve as a trusted advisor and subject matter expert while making a meaningful impact across the organization.- Partner with wealth advisors and bankers to identify and pursue new business opportunities with high-net-worth clients and prospects.
- Develop customized wealth planning strategies including estate business succession executive compensation insurance and wealth transfer planning.
- Present planning recommendations and financial solutions that help clients achieve their long-term goals.
- Collaborate with attorneys accountants and other professional advisors to coordinate comprehensive client solutions.
- Drive relationship growth by identifying cross-sell opportunities across investment management banking insurance and trust services.
- Serve as a subject matter expert on complex financial planning concepts tax considerations and wealth strategies.
- Deliver educational presentations and thought leadership events to clients prospects and internal teams.
- Maintain strong prospect and client pipelines through proactive follow-up and relationship management.
Required
- Bachelors degree in Business Finance or a related field or equivalent combination of education and experience.
- 4 years of experience in wealth planning financial planning wealth management or a related advisory role.
- Strong knowledge of advanced financial planning concepts investment solutions insurance strategies and tax planning considerations.
- CFP (Certified Financial Planner) or CWS (Certified Wealth Strategist) designation by start date.
- Strong relationship-building presentation and consultative sales skills.
Preferred
- Life Accident & Health Insurance License.
- Series 7 securities license.
- CPA designation.
- Experience working with high-net-worth individuals business owners and executive-level clients.
- Experience using financial planning software and developing complex planning recommendations.
We welcome and encourage applications from all qualified parties including but not limited to people returning to the workforce people with disabilities those without a college degree and veterans or those with military experience.
In addition to core traditional benefits we take pride in offering benefits for every stage of life.
Retirement savings including both 401(k) and Pension plans.
Paid time off to volunteer in your community.
Opportunities to connect with others through our diversity-focusedColleague Resource Groups.
Competitive salaries with professional development and advancement opportunities.
Bonus benefits including well-being programs and incentives parental leaveanemployee stock purchase plan military benefits and much more.
Personal banking loan investmentand insurance benefits.
Associated Bank serves more than 120 communities throughout Wisconsin Illinois Minnesota and Missouri and we consider our colleagues critical to our continued success. See why our colleagues continually vote us a best place to work in the our community onFacebookLinkedInandX.
Compliance Statement
Associated Bank is an equal opportunity employer committed to creating a diverse workforce. We support a work environment where colleagues are respected and given the opportunity to perform to their fullest potential. We consider all qualified applicants without regard to race religion color sex national origin age sexual orientation gender identity disability or veteran status among other factors.
Fully complies with all applicable enterprise policies and procedures. Acts in compliance with all applicable laws and regulations as outlined in training materials including but not limited to Bank Secrecy Act. Responsible for reporting suspicious activity to Financial Intelligence. Responsible to report all customer complaints as prescribed and procedure violations to management or HR.
Responsible to report ethical concerns as needed to Associated Banks anonymous Ethics Hotline.
Associated Bank provides additional assistance throughout the application interview and hiring process. Please contactif you need an accommodation at any time during the process.
Associated Banc-Corp participates in the E-Verify Program. E-Verify NoticeEnglish or Spanish. Know Your Right to WorkEnglishorSpanish.
Associated Bank isPay Transparencycompliant.
The pay range represents anticipated base pay for this role. Actual pay may vary based on factors including but not limited to work location skills experience education and qualifications for the role.
For certain positions total compensation may also include incentive commission or bonus opportunities not reflected in the posted base pay range.
$139370.00 - $238920.00 per year
Required Experience:
Senior IC
About Company
Get your checking account, savings account, or loan at Associated Bank. Online bill pay, online banking, overdraft protection, and more. 24/7/365 customer care.